Notes
Research conducted in September 2020 found that 17% of mass affluent savers are worried about the volatility of the stock market, compared to 8% of the general population.“The steep falls and fluctuations in investments markets will have unnerved many investors this year. LV=’s Smoothed Managed Funds can be an invaluable component in retirement planning, as our unique smoothing mechanism has withstood market volatility for over ten years. Our new Trustee Investment Plan is a significant development because it means the funds can be held as an asset of any SIPP or SSAS.
Recent LV= research found that twice as many affluent savers are worried about the volatility of the stock market compared to the general public . We’re therefore delighted to be able to make our Smoothed Managed Fund more widely accessible for advisers to build in some volatility protection to a customer’s portfolio. The introduction of gradual smoothing on entry also means that new customers will benefit as they gradually build up their smoothed position right from the start of their investment.”
Notes
Research conducted in September 2020 found that 17% of mass affluent savers are worried about the volatility of the stock market, compared to 8% of the general population.